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Wp Carey shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $546k 7.6k 71.50